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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,740 | $66,459+26.0% | $81,353+2.9% | $77,736+7.7% |
| Participation rate | 90.9% | 68.7%+22.2pp | 69.5%+21.4pp | 70.6%+20.3pp |
| Annual return | 10.75% | 15.95%-5.2pp | 24.82%-14.1pp | 31.26%-20.5pp |
| Employer contribution / active EE | $1,227 | $2,156-43.1% | $2,464-50.2% | $2,728-55.0% |
| Participant deferral / active EE | $4,543 | $3,674+23.6% | $3,885+17.0% | $4,651-2.3% |
| Admin fee / account holder | $4 | $585-99.2% | $5,766-99.9% | $433-99.0% |